Rothschild Wealth Partners Expands with Acquisition of Windgate Wealth Management

Rothschild Wealth Partners Expands Through Acquisition of Windgate Wealth Management

In a significant move within the financial advisory sector,
Rothschild Wealth Partners™, a prominent registered investment advisor based in Chicago, recently announced its acquisition of Windgate Wealth Management. This strategic merger combines resources and expertise, creating opportunities for enhanced client services in the Wealth Management sector.

Founded in 1990, Windgate Wealth Management has built a respected reputation over its 35-year history by offering personalized financial planning and wealth management services to high-net-worth individuals, families, entrepreneurs, and business owners throughout the Chicago region. Windgate has successfully managed over $200 million in client assets, demonstrating a commitment to providing tailored financial solutions that meet diverse client needs.

As part of this merger, key players at Windgate, including CEO Michael Corbett, along with fellow executives Sean Condon, CFP®, and Stacie Suhrbur, will bring their extensive experience in the financial services field to Rothschild Wealth Partners. Corbett expressed that aligning with Rothschild reflects both firms' shared values and commitment to delivering customized wealth management solutions to clients.

The acquisition represents Rothschild’s continuing strategy to expand its presence across the United States. Under the guidance of Chief Growth Officer Mac O'Brien, who joined the firm in the summer of 2025, Windgate Wealth Management marks the second significant acquisition for Rothschild, illustrating a robust growth trajectory.

Phil Johnson, President and Partner at Rothschild Wealth Partners, emphasized the importance of long-term relationships, a hallmark of Windgate’s business model, asserting that the merger aligns closely with their own client-first approach. Johnson believes that together, both firms will be able to provide even higher levels of value and service for clients in the Chicago market.

Rothschild Wealth Partners is dedicated to offering a broad suite of services, including investment management, tax and estate planning, and generational wealth transfer strategies, making them a leading choice for affluent families and businesses nationwide. The firm operates in various markets, including Chicago, Oak Brook, Northbrook, Glen Ellyn, Denver, and Nashville.

Originally established in Chicago in 1908, Rothschild Wealth Partners prides itself on a high-touch, independent advisory approach that emphasizes creative thinking and personalized wealth management solutions. The firm caters to affluent individuals and families, as well as businesses, with a deep understanding of financial planning and investment strategies.

As the financial advisory landscape continues to evolve, this merger not only strengthens Rothschild’s capabilities but also sets a precedent for how independent wealth management firms can collaborate effectively to enhance service delivery and create more value for clients in an increasingly competitive market.

With this acquisition, Rothschild Wealth Partners is poised to leverage its technological and intellectual resources to ensure their clients are well-positioned for future financial success, embodying their commitment to a service model that prioritizes client needs above all else. The merger signifies a bright future for both firms as they work together to navigate the complexities of wealth management in today’s economy.